Our services are based on a behavioural approach to economic planning, helping you:
Our services vary depending on your stage in life, your current needs and your valued direction for your future.
Manage Your Personal and Corporate Cash Flow
Developing a summary of your current financial situation, with a focus on helping you free up and maximize your cash flow
Minimize taxes with strategic planning for you and your business
Plan Strategically to Eliminate Your Debt
Helping you prioritize which debt, including student loans, mortgages, credit card debt and other liabilities, to tackle first
Balancing your desire to repay debt quickly against your other planning needs
Minimize Your Taxes & Hold Onto More Wealth
Identifying tax, wealth, and insurance planning strategies to put more of your money to work for you now and in retirement
Plan for your retirement success with a proven structure to tailor your plan to your needs
Grow & Safeguard Your Wealth
Putting the right investments in place (RRSP, TFSA, RESP, business etc.) to generate income and suit your current and long term financial goals
Grow your wealth securely, with low fees and with the least amount of taxes now, in retirement and to your estate
Create unique strategies to protect your children, while also saving for their future costs of education, home purchase and weddings
Estate Plan for Graceful Transition
Making sure your assets are protected as your estate transitions to your spouse or the next generation
Protect Your Family & Business With Targeted Insurance
Protect your income and assets you’ve worked hard to earn from a serious illness, disability or death
Grow your wealth without the possibility of a loss, create tax-efficient and tax-free retirement income, and maximize your estate to your family with strategic planning and insurance solutions
Guide your Financial Decision Making
Business planning
Education tuition planning
Home rental vs. buy
Retirement and pension
Leading us to the development of a thoughtfulWealth Management Planthat includes steps for implementation:
Your financial plan will contain recommendations designed to meet your stated goals and objectives, supported by relevant financial summaries
Developing upon an action plan to implement the agreed upon recommendations
Collaborate with your other financial professionals, as required to assist with the development and implementation of your action plan
Managing the implementation of your financial plan
Ready to find out how you can put our expertise to work for your finances? Connect with us for a complimentary consultation. Connect Now
